Custom Tailored Fixed Income Portfolios

While interest rates remain near historically low levels, Vision Investment Advisors (“Vision Advisors”) feels that there is a timely opportunity present in managed fixed income portfolios to maximize yields without taking excessive risks. Our Fixed Income Portfolio (“I-Portfolio”) provides clients with an alternative to both equities and other interest bearing investments.

Vision Advisors offers clients:

• Customized separately managed portfolios tailored to meet the varied needs of each client. We take into account each client’s liquidity needs, risk tolerance, and time horizon;
• The I-Portfolio, which seeks to provide returns from corporate debt, U.S. government agency securities, select preferred stocks and other income producing investments;
• Sample fixed income portfolios for clients to review that address their specific parameters and income needs;
• The comfort that their portfolios are closely monitored and we will trade out of a specific investment should it be deemed warranted;
• Competitive pricing via a wrap fee program; and
• Access to a large inventory of investment grade corporate bonds through Vision Advisors’ affiliate, Vision Financial Markets. The full inventory currently consists of approximately 50 different issues including well known companies like GE, Wells Fargo and Morgan Stanley.

Please review the Form ADV, Part II for a complete description of the I-Portfolio as well as background information on Vision Advisors.